Coldstream Capital Management’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $425K | Sell |
5,295
-114
| -2% | -$9.15K | 0.01% | 730 |
|
|
2025
Q1 | $386K | Hold |
5,409
| – | – | 0.01% | 720 |
|
|
2024
Q4 | $409K | Hold |
5,409
| – | – | 0.01% | 686 |
|
|
2024
Q3 | $395K | Sell |
5,409
-488
| -8% | -$35.6K | 0.01% | 703 |
|
|
2024
Q2 | $400K | Hold |
5,897
| – | – | 0.01% | 645 |
|
|
2024
Q1 | $417K | Buy |
+5,897
| New | +$417K | 0.01% | 631 |
|